Customer Relationship Management (CRM)

Customer relationship management (CRM) helps businesses manage customers, both current and future. Usually a software system, CRM helps organize customer data and streamline the coordination of customer communications with marketing, sales, customer service, and technical support personnel. The idea is to put customers in the center of a business’s operations.

Why Use CRM?

The biggest benefit that most companies gain from CRM stems from having all customer data organized in one, easy-to-access place, rather than spread out across multiple people and groups. Having the same information available to everyone allows a business to empower its employees to make intelligent decisions based on valid and up-to-date information. This results in increased collaboration throughout the business.

Benefits of using a CRM system:

Automate sales and marketing efforts, and have visibility into current and historical account details.

Track sales and marketing campaign successes to hone your messages and techniques for each audience.

Provide excellent customer service through well defined flows of communication.

Drive growth through better insight about the performance of your business.

CRM Solution

Sage CRM is specifically designed to help small and medium sized businesses. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software.

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What our clients are saying

I just had a conversation about how pleasant it is to work with your team. Consultants are often labeled as difficult to work with. Your team is completely the opposite! You are business partners, not consultants. I truly appreciate your time and effort.

Sean, Uniflight LLC

After implementing their ERP system, Treska was able to increase daily shipments five-fold and get shipments out the door faster—with reduced the labor costs. Also, with their previous system, month-end processing required all users to log out of the system for an entire day. Now Treska closes each month in 30 minutes.

Treska Thrives by Putting Technology to Work

“When our inventory was down by $2 million, business tripled. (Our ERP system helped us) grow with much less cash tied up in inventory. That freed up cash allows me to advertise, which is vital to building (the Advanced Beauty Systems brand).” As for MicroAccounting, he says, “Once you’re a customer of theirs, they are going to be with you to help you figure out how to get your business going, even if you throw them a curve ball.”

Implementing ERP & accounting systems, HR & Payroll software, & hosting services requires keeping track of hundreds of moving parts. We provide the leadership and know-how to make sure your project has the right people deployed at the right time and with no surprises.